
If You Own Out of State Property, Establish a Trust
If you own out of state property, it’s almost a certainty that you and your family will be better served by a trust instead of
2323 Lee Road, Winter Park, FL 32789
M-F 8:30-5:00
If you own out of state property, it’s almost a certainty that you and your family will be better served by a trust instead of
Recent surveys from Caring.com show that only 42% of U.S. adults have estate planning documents. The following cases could have been easily avoided with those
This blog was originally written after Hurricane Irma. Houston under water. Puerto Rico destroyed. Central Florida battered. Natural disasters such as Hurricane Irma can be
It’s wonderful to live in the 21st century, where Amazon orders often arrive less than 24 hours after being placed, even on Sundays. Movies are
Mother’s Day is approaching. How are you planning to celebrate Mom this year? Flowers always are a safe bet. Perhaps you and your siblings could
Creating an estate plan is often an emotional exercise. For some individuals, engaging in thoughtful decision making regarding the orderly distribution of one’s assets provides
You may already have estate planning documents to ensure that your worldly possessions are passed on in a manner consistent with your values and traditions.
Tonight, we should know who will be our next president. While Congress passes tax legislation, the president shapes policy. What plans does Donald Trump have
As we enter the final quarter of 2016, we like to remind our clients, friends, and professional associates to pause and reflect on their goals
Recent studies reveal that financial capability among working women is improving, but closing the financial literacy gap has a long way to go as it